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Investment Research & Advisory Group’s Rocket Companies RKT Stock Holding History

Investment Research & Advisory Group’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.83K Buy
307
+296
+2,691% +$4.27K ﹤0.01% 262
2026
Q1 		$157 Hold
11
– – ﹤0.01% 271
2025
Q4 		$852 Buy
+11
New +$197 ﹤0.01% 255

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Investment Research & Advisory Group's RKT Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Rocket Companies (RKT) stake by 2,691% in Q2 2026, buying an estimated $4.27K and bringing the position to 307 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Investment Research & Advisory Group first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Investment Research & Advisory Group held 307 shares of Rocket Companies worth $4.83K as of Q2 2026.
  • Investment Research & Advisory Group bought 296 Rocket Companies shares in Q2 2026, an estimated $4.27K.
  • Rocket Companies made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #262 holding.
  • Investment Research & Advisory Group first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.